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SFA

Sequoia Financial Advisors Portfolio holdings

AUM $20.1B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
-1.42%
1 Year Est. Return
+24.77%
3 Year Est. Return
+78.3%
5 Year Est. Return
+82.64%
10 Year Est. Return
+239.69%
AUM
$13B
AUM Growth
+$2.58B
Cap. Flow
+$2.93B
Cap. Flow %
22.55%
Top 10 Hldgs %
31.81%
Holding
1,486
New
129
Increased
655
Reduced
512
Closed
110

Top Buys

Rank Stock Value
1
SFGV
Sequoia Global Value ETF
SFGV
+$940M
2
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$293M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$233M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$173M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$106M

Top Sells

Rank Stock Value
1
NDSN icon
Nordson
NDSN
+$42.4M
2
ZTS icon
Zoetis
ZTS
+$28.4M
3
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$27.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.8M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$20.9M

Sector Composition

Rank Sector Weight
1 Technology 10.9%
2 Financials 7.34%
3 Consumer Discretionary 5.09%
4 Industrials 4.29%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNSL icon
651
Kinsale Capital Group
KNSL
$8.23B
$910K 0.01%
1,870
-200
-10% -$89.8K
CSW
652
CSW Industrials
CSW
$5.64B
$910K 0.01%
3,122
+34
+1% +$11K
EWJ icon
653
iShares MSCI Japan ETF
EWJ
$22.3B
$908K 0.01%
+13,245
New +$911K
HEFA icon
654
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.62B
$907K 0.01%
24,996
+3,830
+18% +$140K
CP icon
655
Canadian Pacific Kansas City
CP
$79B
$906K 0.01%
12,909
+448
+4% +$34.1K
WFC.PRL icon
656
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.72B
$905K 0.01%
754
– –
AVY icon
657
Avery Dennison
AVY
$13.3B
$905K 0.01%
5,084
-585
-10% -$108K
PGX icon
658
Invesco Preferred ETF
PGX
$3.81B
$903K 0.01%
80,504
-6,090
-7% -$70.5K
GSK icon
659
GSK
GSK
$103B
$902K 0.01%
23,294
+2,649
+13% +$97K
GLDD
660
DELISTED
Great Lakes Dredge & Dock
GLDD
$894K 0.01%
102,742
+300
+0.3% +$2.99K
AWI icon
661
Armstrong World Industries
AWI
$7.57B
$892K 0.01%
+6,332
New +$932K
ASX icon
662
ASE Group
ASX
$84B
$890K 0.01%
101,583
+4,737
+5% +$48.2K
URI icon
663
United Rentals
URI
$71B
$890K 0.01%
1,420
-139
-9% -$95.6K
BBVA icon
664
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$883K 0.01%
64,825
+2,391
+4% +$29.7K
TIP icon
665
iShares TIPS Bond ETF
TIP
$14.5B
$882K 0.01%
7,938
-746
-9% -$81K
HLN icon
666
Haleon
HLN
$42.6B
$875K 0.01%
85,411
-279
-0.3% -$2.75K
PSLV icon
667
Sprott Physical Silver Trust
PSLV
$12.3B
$873K 0.01%
75,267
+1,045
+1% +$11.3K
GNMA icon
668
iShares GNMA Bond ETF
GNMA
$422M
$868K 0.01%
+19,765
New +$856K
CVNA icon
669
Carvana
CVNA
$75.4B
$867K 0.01%
20,745
-21,415
-51% -$948K
XLG icon
670
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$864K 0.01%
18,771
-7,069
-27% -$349K
AEE icon
671
Ameren
AEE
$30.1B
$862K 0.01%
8,589
+702
+9% +$67.6K
K
672
DELISTED
Kellanova
K
$860K 0.01%
10,423
+132
+1% +$10.8K
CTRA
673
DELISTED
Coterra Energy
CTRA
$851K 0.01%
29,456
-3,057
-9% -$85.3K
BMI icon
674
Badger Meter
BMI
$3.93B
$851K 0.01%
4,471
+2,516
+129% +$525K
UBSI icon
675
United Bankshares
UBSI
$6.77B
$850K 0.01%
+24,518
New +$898K
25 26
27
28 29

Similar funds

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sequoia Financial Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Sequoia Financial Advisors held 1,486 positions worth $13B, up 25% from $10.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Sequoia Financial Advisors deployed $2.93B of net new capital in Q1 2025, opening 129 new positions and adding to 655 existing holdings. Its largest new stake was Sequoia Global Value ETF: 33,619,549 shares worth $935M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Nordson, an estimated $42.4M trimmed.

  • Sequoia Financial Advisors's largest Q1 2025 buy was Sequoia Global Value ETF: 33,619,549 shares worth $935M.
  • Sequoia Financial Advisors added most to Vanguard Short-Term Corporate Bond ETF in Q1 2025, an estimated $233M increase.
  • Sequoia Financial Advisors's biggest Q1 2025 reduction was Nordson, cutting an estimated $42.4M.
  • Sequoia Financial Advisors fully exited Endeavor Group Holdings, Inc. in Q1 2025, selling an estimated $2.64M.
  • Sequoia Financial Advisors's ten largest holdings make up 32% of its $13B portfolio in Q1 2025.
  • Sequoia Financial Advisors opened 129 new positions and closed 110 in Q1 2025.
  • Sequoia Financial Advisors's portfolio value rose 25% quarter-over-quarter to $13B.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.